Purchases and Sales Made in Q4 2021 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q4 2021. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR-CONSUMER DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.13KNew |
$202K - $238K
|
1.13K
$251K
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.11KNew |
$199K - $235K
|
1.11K
$247K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.1K+ 21.86% |
$198K - $233K
|
6.14K
$1.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.1K+ 88.0% |
$197K - $233K
|
2.35K
$523K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.1KNew |
$197K - $233K
|
1.1K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.1KNew |
$197K - $233K
|
1.1K
$245K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 3.43% |
$197K - $233K
|
33.2K
$7.39M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
1.08KNew |
$194K - $228K
|
1.08K
$240K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.06KNew |
$191K - $225K
|
1.06K
$236K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.06KNew |
$190K - $225K
|
1.06K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.06K+ 28.42% |
$190K - $224K
|
4.79K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 4.04% |
$189K - $223K
|
27.2K
$6.04M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.05KNew |
$189K - $223K
|
1.05K
$234K
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
1.05KNew |
$188K - $222K
|
1.05K
$233K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
1.04KNew |
$187K - $221K
|
1.04K
$232K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.04KNew |
$187K - $220K
|
1.04K
$232K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
1.04K+ 4.86% |
$186K - $219K
|
22.4K
$4.98M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.03K+ 6.57% |
$184K - $217K
|
16.7K
$3.71M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
1.03KNew |
$184K - $217K
|
1.03K
$228K
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$183K - $216K
|
1.02K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.02KNew |
$183K - $216K
|
1.02K
$227K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
1.02K+ 7.95% |
$183K - $215K
|
13.8K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.02KNew |
$182K - $215K
|
1.02K
$226K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.01KNew |
$182K - $214K
|
1.01K
$225K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.01KNew |
$182K - $214K
|
1.01K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
1.01KNew |
$182K - $214K
|
1.01K
$225K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.01K+ 63.87% |
$181K - $214K
|
2.59K
$577K
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.01KNew |
$180K - $213K
|
1.01K
$224K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1KNew |
$180K - $212K
|
1K
$223K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1KNew |
$179K - $211K
|
1K
$222K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
992New |
$178K - $210K
|
992
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
991New |
$178K - $210K
|
991
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
963+ 6.39% |
$173K - $204K
|
16K
$3.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
944+ 16.68% |
$169K - $200K
|
6.61K
$1.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
942+ 3.09% |
$169K - $199K
|
31.4K
$6.98M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
913+ 17.1% |
$164K - $193K
|
6.25K
$1.39M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
902+ 3.13% |
$162K - $191K
|
29.7K
$6.61M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
873New |
$157K - $185K
|
873
$194K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
870+ 18.68% |
$156K - $184K
|
5.53K
$1.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
870+ 64.06% |
$156K - $184K
|
2.23K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
868+ 11.03% |
$156K - $184K
|
8.74K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
866+ 2.3% |
$155K - $183K
|
38.4K
$8.55M
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
841+ 6.7% |
$151K - $178K
|
13.4K
$2.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
840+ 11.11% |
$151K - $178K
|
8.4K
$1.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
836+ 2.63% |
$150K - $177K
|
32.7K
$7.26M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
833+ 225.14% |
$149K - $176K
|
1.2K
$268K
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
832New |
$149K - $176K
|
832
$185K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
821+ 1.73% |
$147K - $174K
|
48.2K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
820+ 5.38% |
$147K - $173K
|
16.1K
$3.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
810New |
$145K - $171K
|
810
$180K
|